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Some of the independent B-Ds specialize in high-end clients with big accounts. See which firms reported the highest share of accounts topping $100,000 -- and what their total client assets are.
June 2 -
Two advisors who oversaw $300 million in assets at UBS have left to join Merrill Lynch.
June 2 -
A team formerly with Lincoln Financial Advisors will join an LPL-affiliated hybrid RIA.
June 2 -
Comparables, such as multiples of revenue or cash flow, may not be most important because they could mean an oversimplified valuation.
June 2
DeVoe & Co. -
Advisors need to define what they really want for themselves, their businesses and their legacies so they can live their 'best business life.'
June 2 -
The human touch is still needed in the foreseeable future because advisors can approach complex situations with customized solutions, says one MIT professor.
June 1 -
Newly appointed CFO has 18 years of industry experience; replaces Dan Arnold.
June 1 -
After more than two decades on the institutional side, financial advisor Catherine Miller talks about transitioning to wealth management
June 1 -
The wirehouses are increasingly relying on lending to strengthen client relationships, create stickiness for the firm and boost revenue.
June 1 -
Two veteran industry recruiters discuss the appeal of going independent.
June 1








